Special Xmas ‘stock picking’ forum

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#TPFG #RMG #SPR #WIX #SOM #VTU #MOTR #WYN #BMS #MACR #SUP #CNIC #CER #AAF #CIR #CSSG #BRWM #RBGP #RQIH

What’s the likely impact of Omicron? (DT) Start
Should investors accordingly adjust their portfolio? 02:15
Outlook for equities, inflation & how to find opportunities? 02:40

Stock ideas for 2022

Cheap as chips

Property Franchise Group (DT) 07:35
Royal Mail (JB) 11:20
Springfield Props (DT) 14:00
Wickes (JB) 17:00
Somero (DT) 19:10
Vertu (JB) 23:45
Motorpoint (DT) 25:45
Wynnstay (JB) 29:15
Braemar Shipping (DT) 32:15
How to assess management? (JB) 36:00
MacFarlane (JB) 38:55
Supreme (DT) 40:55

Fast growers

CentralNic (JB) 45:00
Cerillion (DT) 49:10
Recovery plays
Airtel Africa (JB) 52:50
Circassia (DT) 55:10
Croma Security 57:50
Blackrock World Mining Trust 60:20
RBG/Rosenblatt 61:40
Randall & Quilter 64:20

Moments:
00:00 Intro
00:10 What’s the likely impact of Omicron? (DT)
02:15 Should investors accordingly adjust their portfolio?
02:40 Outlook for equities, inflation & how to find opportunities?
07:35 Property Franchise Group (DT)
11:20 Royal Mail (JB)
14:00 Springfield Props (DT)
17:00 Wickes (JB)
19:10 Somero (DT)
23:45 Vertu (JB)
25:45 Motorpoint (DT)
29:15 Wynnstay (JB)
32:15 Braemar Shipping (DT)
36:00 How to assess management? (JB)
38:55 MacFarlane (JB)
40:55 Supreme (DT)
45:00 CentralNic (JB)
49:10 Cerillion (DT)
52:50 Airtel Africa (JB)
55:10 Circassia (DT)
57:50 Croma Security
01:00:20 Blackrock World Mining Trust
01:01:40 RBG/Rosenblatt
01:04:20 Randall & Quilter
#RQIH #RBG #BRWM #CSRG #CIR #AAF #CER #CNIC #SUP #MCAR #BMS #WYN #MOTR #VTU #SOM #WIX #RMG #TPFG #smallcaps #smallcapsinvesting #VoxMarkets #LondonStockExchange #FinancialNews #CompanyNews #trading
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Management
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